Greenway Wealth Advisors

Greenway Wealth Advisors

Greenway Wealth Advisors is a Charlotte, North Carolina-based Registered Investment Advisor anchored by CERTIFIED FINANCIAL PLANNER™ professionals. The firm serves high-earning professionals and active retirees. Its client base concentrates on corporate executives, medical professionals, financial-services leaders, tech innovators, entrepreneurs, and law-firm partners in the Charlotte metro area. Greenway operates on a fee-only, fiduciary model and is a NAPFA-registered advisor — accepting no commissions or third-party incentives. The firm's strategy centers on an outsourced Personal CFO framework. Instead of allocating assets and sending clients to coordinate with separate CPAs and estate attorneys, Greenway manages the portfolio in-house and quarterbacks tax preparation, insurance review, and estate plan design. The investment approach uses globally diversified, tax-optimized portfolios. The firm builds specialized infrastructure for complex compensation: optimizing restricted stock units and deferred comp for corporate executives, handling K-1 distributions and capital calls for law firm partners, and modeling pre-liquidity ISO strategies for tech founders. Greenway also works with charitably inclined families, integrating tax-advantaged giving into the planning architecture. Greenway is headquartered at 1920 Abbott Street in Charlotte's South End. The firm provides clients with a central technology hub called Greenway 360 — an interactive wealth portal that consolidates accounts, unvested equity, real estate, and private investments into a single net-worth dashboard with dynamic cash-flow projections and scenario testing. The firm explicitly does not employ in-house CPAs or attorneys; it partners with independent CPA firms and platforms like Trust & Will for execution, keeping itself positioned as the strategic quarterback. Greenway's structure diverges from the standard advisory practice by centralizing ongoing coordination rather than handing off execution. Every client relationship pairs with a dedicated Lead Advisor serving as Personal CFO, responsible for ensuring the plan's tax, legal, and investment components function together. This architecture targets the friction common to high-income households: missed tax opportunities, unfunded trusts, and the time cost of managing multiple professional relationships.